Real customers, real outcomes
Real customers, real outcomes
Real customers, real outcomes
Customer support
Customer support
Customer support
A regional digital bank was drowning in support calls after launching new cards, with customers bouncing between IVR menus, email, and chat. They needed instant, human‑like support without hiring a new team.
With Cozmo, every inbound call is picked up by a multimodal voice agent that understands speech, reads on‑screen customer context from the CRM, and executes actions like password resets, card blocks, and dispute filings. The agent summarizes each conversation directly into the ticket, tagging intent and sentiment, and hands off edge cases to humans with full context.
A regional digital bank was drowning in support calls after launching new cards, with customers bouncing between IVR menus, email, and chat. They needed instant, human‑like support without hiring a new team.
With Cozmo, every inbound call is picked up by a multimodal voice agent that understands speech, reads on‑screen customer context from the CRM, and executes actions like password resets, card blocks, and dispute filings. The agent summarizes each conversation directly into the ticket, tagging intent and sentiment, and hands off edge cases to humans with full context.
A regional digital bank was drowning in support calls after launching new cards, with customers bouncing between IVR menus, email, and chat. They needed instant, human‑like support without hiring a new team.
With Cozmo, every inbound call is picked up by a multimodal voice agent that understands speech, reads on‑screen customer context from the CRM, and executes actions like password resets, card blocks, and dispute filings. The agent summarizes each conversation directly into the ticket, tagging intent and sentiment, and hands off edge cases to humans with full context.
70%+
70%+
70%+
Of support calls fully automated
Of support calls fully automated
Of support calls fully automated
45%+
45%+
45%+
Reduction in average handling time
Reduction in average handling time
Reduction in average handling time
25%+
25%+
25%+
Improvement in CSAT for phone support
Improvement in CSAT for phone support
Improvement in CSAT for phone support
Collections and recoveries
Collections and recoveries
Collections and recoveries
A consumer lender struggled with low right‑party contact rates and inconsistent agent quality in early‑stage collections. Customers often felt harassed, and promises‑to‑pay were rarely followed up.
Cozmo’s voice agent now runs outbound reminder campaigns, detects if it is speaking to the right person, and negotiates simple repayment plans within the lender’s policies. It reads customer history from the CRM, adjusts tone based on risk and prior behavior, and generates structured notes and tasks for the collections team.
A consumer lender struggled with low right‑party contact rates and inconsistent agent quality in early‑stage collections. Customers often felt harassed, and promises‑to‑pay were rarely followed up.
Cozmo’s voice agent now runs outbound reminder campaigns, detects if it is speaking to the right person, and negotiates simple repayment plans within the lender’s policies. It reads customer history from the CRM, adjusts tone based on risk and prior behavior, and generates structured notes and tasks for the collections team.
A consumer lender struggled with low right‑party contact rates and inconsistent agent quality in early‑stage collections. Customers often felt harassed, and promises‑to‑pay were rarely followed up.
Cozmo’s voice agent now runs outbound reminder campaigns, detects if it is speaking to the right person, and negotiates simple repayment plans within the lender’s policies. It reads customer history from the CRM, adjusts tone based on risk and prior behavior, and generates structured notes and tasks for the collections team.
25%+
25%+
25%+
Right party contact
Right party contact
Right party contact
35%+
35%+
35%+
Promises captured
Promises captured
Promises captured
78%
78%
78%
Lower cost per call
Lower cost per call
Lower cost per call
First notice of loss (FNOL)
First notice of loss (FNOL)
First notice of loss (FNOL)
A motor insurer’s policyholders waited on hold during their most stressful moments—right after an accident. Agents manually captured details, reviewed dashcam photos later, and re‑asked the same questions when files moved between teams.
Now, Cozmo’s FNOL agent answers immediately, in any supported language, guiding the driver through what happened while ingesting dashcam video and photos in real time. It detects damage, checks policy coverage, triages severity, and books repair appointments, while writing a complete claim file in the core system.
A motor insurer’s policyholders waited on hold during their most stressful moments—right after an accident. Agents manually captured details, reviewed dashcam photos later, and re‑asked the same questions when files moved between teams.
Now, Cozmo’s FNOL agent answers immediately, in any supported language, guiding the driver through what happened while ingesting dashcam video and photos in real time. It detects damage, checks policy coverage, triages severity, and books repair appointments, while writing a complete claim file in the core system.
A motor insurer’s policyholders waited on hold during their most stressful moments—right after an accident. Agents manually captured details, reviewed dashcam photos later, and re‑asked the same questions when files moved between teams.
Now, Cozmo’s FNOL agent answers immediately, in any supported language, guiding the driver through what happened while ingesting dashcam video and photos in real time. It detects damage, checks policy coverage, triages severity, and books repair appointments, while writing a complete claim file in the core system.
65%+
65%+
65%+
Faster claim intake
Faster claim intake
Faster claim intake
40%+
40%+
40%+
Less manual review effort
Less manual review effort
Less manual review effort
90%+
90%+
Of simple claims pre‑triaged at first contact
Of simple claims pre‑triaged at first contact
Of simple claims pre‑triaged at first contact
85%+
Policy renewals and retention
Policy renewals and retention
Policy renewals and retention
A large scale insurer brokerage relied on email blasts and manual outbound calls for renewals, leading to churn when customers missed reminders or could not reach an agent in time. Offers were generic and not linked to real risk data.
Cozmo orchestrates renewals across voice, SMS, and email, explaining changes to coverage and price in natural language while reading documents and prior claims. The agent answers questions, updates contact details, and can adjust endorsements within guardrails, pushing changes directly into the policy admin and CRM systems
A large scale insurer brokerage relied on email blasts and manual outbound calls for renewals, leading to churn when customers missed reminders or could not reach an agent in time. Offers were generic and not linked to real risk data.
Cozmo orchestrates renewals across voice, SMS, and email, explaining changes to coverage and price in natural language while reading documents and prior claims. The agent answers questions, updates contact details, and can adjust endorsements within guardrails, pushing changes directly into the policy admin and CRM systems
A large scale insurer brokerage relied on email blasts and manual outbound calls for renewals, leading to churn when customers missed reminders or could not reach an agent in time. Offers were generic and not linked to real risk data.
Cozmo orchestrates renewals across voice, SMS, and email, explaining changes to coverage and price in natural language while reading documents and prior claims. The agent answers questions, updates contact details, and can adjust endorsements within guardrails, pushing changes directly into the policy admin and CRM systems
10-15%
10-15%
10-15%
Renewal uplift
Renewal uplift
Renewal uplift
30%+
30%+
30%+
Fewer policy lapses
Fewer policy lapses
Fewer policy lapses
24/7
24/7
24/7
Always on availability
Always on availability
Always on availability
Sales calls
Sales calls
Sales calls
A B2B fintech struggled to maintain call quality as its SDR team grew; notes were inconsistent, objections were lost, and follow‑ups were delayed. Leadership had little visibility into what top performers were doing differently.
During every inbound or outbound sales call, Cozmo joins as a silent multimodal assistant, transcribing in real time, capturing screen context, and tagging pain points, competitors, and next steps. After the call it generates tailored summaries, follow‑up emails, and pipeline updates in the CRM, while coaching reps with talk‑time, sentiment, and objection‑handling insights.
A B2B fintech struggled to maintain call quality as its SDR team grew; notes were inconsistent, objections were lost, and follow‑ups were delayed. Leadership had little visibility into what top performers were doing differently.
During every inbound or outbound sales call, Cozmo joins as a silent multimodal assistant, transcribing in real time, capturing screen context, and tagging pain points, competitors, and next steps. After the call it generates tailored summaries, follow‑up emails, and pipeline updates in the CRM, while coaching reps with talk‑time, sentiment, and objection‑handling insights.
A B2B fintech struggled to maintain call quality as its SDR team grew; notes were inconsistent, objections were lost, and follow‑ups were delayed. Leadership had little visibility into what top performers were doing differently.
During every inbound or outbound sales call, Cozmo joins as a silent multimodal assistant, transcribing in real time, capturing screen context, and tagging pain points, competitors, and next steps. After the call it generates tailored summaries, follow‑up emails, and pipeline updates in the CRM, while coaching reps with talk‑time, sentiment, and objection‑handling insights.
25%+
25%+
25%+
Increase in qualified opportunities per rep
Increase in qualified opportunities per rep
Increase in qualified opportunities per rep
40%+
40%+
40%+
Reduction in time spent on post‑call admin
Reduction in time spent on post‑call admin
Reduction in time spent on post‑call admin
15%+
15%+
15%+
Improvement in win rate on opportunities with Cozmo‑assisted calls
Improvement in win rate on opportunities with Cozmo‑assisted calls
Improvement in win rate on opportunities with Cozmo‑assisted calls
SME lending
SME lending
SME lending
A bank’s SME lending team faced slow turnarounds driven by manual document review and back‑and‑forth email with founders. Relationship managers spent more time chasing paperwork than advising clients.
Cozmo’s multimodal agent now walks business owners through the application over voice, uploads and reads financial statements, IDs, and collateral documents, and extracts key metrics to feed credit models. It updates the CRM with structured data and flags exceptions for underwriters with visual annotations on the uploaded files.
A bank’s SME lending team faced slow turnarounds driven by manual document review and back‑and‑forth email with founders. Relationship managers spent more time chasing paperwork than advising clients.
Cozmo’s multimodal agent now walks business owners through the application over voice, uploads and reads financial statements, IDs, and collateral documents, and extracts key metrics to feed credit models. It updates the CRM with structured data and flags exceptions for underwriters with visual annotations on the uploaded files.
A bank’s SME lending team faced slow turnarounds driven by manual document review and back‑and‑forth email with founders. Relationship managers spent more time chasing paperwork than advising clients.
Cozmo’s multimodal agent now walks business owners through the application over voice, uploads and reads financial statements, IDs, and collateral documents, and extracts key metrics to feed credit models. It updates the CRM with structured data and flags exceptions for underwriters with visual annotations on the uploaded files.
50%+
50%+
50%+
Faster time from application to decision
Faster time from application to decision
Faster time from application to decision
60%+
60%+
60%+
Reduction in manual data entry by staff
Reduction in manual data entry by staff
Reduction in manual data entry by staff
20%+
20%+
20%+
Increase in conversion from application to funded loan
Increase in conversion from application to funded loan
Increase in conversion from application to funded loan
Ready to see Cozmo AI handle real operations?
We’ll open up a real workflow and show you exactly what happens with voice, documents, decisions and system updates.
Made with ❤️ in San Francisco
Global HQ: San Francisco. EMEA HQ: Dubai.
© 2026 Cozmo AI. All Rights Reserved.
Ready to see Cozmo AI handle real operations?
We’ll open up a real workflow and show you exactly what happens with voice, documents, decisions and system updates.
Made with ❤️ in San Francisco
Global HQ: San Francisco. EMEA HQ: Dubai.
© 2026 Cozmo AI. All Rights Reserved.
Ready to see Cozmo AI handle real operations ?
We’ll open up a real workflow and show you exactly what happens with voice, documents, decisions and system updates.
Made with ❤️ in San Francisco
Global HQ: San Francisco. EMEA HQ: Dubai.
© 2026 Cozmo AI. All Rights Reserved.
Ready to see Cozmo AI handle real operations?
We’ll open up a real workflow and show you exactly what happens with voice, documents, decisions and system updates.
Made with ❤️ in San Francisco
Global HQ: San Francisco. EMEA HQ: Dubai.
© 2026 Cozmo AI. All Rights Reserved.